Neales Financial Management Ltd

Independent Financial Adviser  Pure Park, Weston-Super-Mare, Somerset, BS22 7SB
Let us help you plan for the future
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Jonathan Gamlin Dip PFS
Director
About us

Set up in 1972, Neales Financial Management have been offering advice to clients and their families on a wide range of issues. We can help set up and monitor your financial plans throughout life. We are accompany who believe in a personal service , with regular reviews built into our agreements to make sure your plans remain on track. We have clients who have been with us for over 30 years and still benefit from our meetings to plan their later life requirements. We advise on ,Investments, Pensions, Inheritance Tax and Life Assurance and pride ourselves on a consistent and well structured approach to each clients needs.
We believe that no two clients are the same and have the expertise to prepare and monitor solutions which meet these requirements.
We are a small practise but this means we remain focused and individuals get continuity of service. The advice you get on day one will still be reviewed by the same adviser further down the journey, this gives our clients the feeling that they are being treated fairly and consistently to reach the optimal outcome

Our services

We fully engage with our clients no matter how much they wish to invest we will always meet and discuss your individual needs, no plan can be suitable for all so we provide tailored and focused advice to each and every client that decides to join us for the long term .
I believe we listen to our clients and provide the answers they want in an individual and professional manner.

Where to find us
Head office address: Pure Park, Pastures Avenue, St. Georges, Weston-Super-Mare, Somerset, BS3 4TJ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021

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